Seven credit union members meet to collaborate on the betterment of their wealth management programs. SAN DIEGO, March 28, 2024 /PRNewswire/ - Cetera Investment Services LLC, a leading provider of wealth management solutions, is proud to announce the addition of industry veterans Kip Johansen and Patrick Wight to their team. With a focus on enhancing client services and expanding their offerings, Cetera continues to strengthen its position in the financial services industry.
Industry Veterans Kip Johansen and Patrick Wight Join Cetera from LPL Financial as Mill City Financial Partners. These seasoned professionals bring a wealth of experience and expertise to Cetera, further solidifying the company's commitment to delivering top-notch financial solutions to clients.
Read Mutual Advisors LLC Makes New $244000 Investment in Hercules Capital, Inc. (NYSE:HTGC) at Defense World. This strategic move highlights Cetera's dedication to staying ahead of market trends and providing innovative investment opportunities for their clients.
30-year Industry Veteran Don McDonald Joins Cetera from Triad Advisors. SAN DIEGO, Feb. 14, 2024 /PRNewswire/ - Cetera Financial Group. McDonald's wealth of knowledge and experience will be invaluable in helping Cetera clients achieve their financial goals.
Growth and expanded resources underscore Cetera's commitment to legal and regulatory compliance in service to financial professionals. As the industry landscape evolves, Cetera remains at the forefront, ensuring that their clients receive the highest level of service and support.
PRNewswire/ - Osaic, one of the nation's largest providers of wealth management services, announced the successful recruitment of Cohen. This strategic partnership further enhances Cetera's position in the wealth management sector, providing clients with access to a wide range of resources and expertise.
PRNewswire/ - Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Regal Wealth Advisors* has joined. This collaboration strengthens Cetera's network of financial professionals, expanding their reach and capabilities in the industry.
PRNewswire/ - Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Raymond Bardoul** and Brian Fox**. With the addition of Bardoul and Fox to the team, Cetera continues to attract top talent in the financial services sector, further solidifying their reputation as a leader in wealth management.
Experienced advisor with more than $71 million AUA for clients moves to Cetera Investors from MML Investor Services. LOS ANGELES, Dec. This move underscores Cetera's appeal to industry professionals seeking a dynamic and supportive environment to grow their business and serve their clients effectively.
